Jason Schmitt (CFP®, CPWA®)
Jason Schmitt focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
- Business Owners
- Charitable Giving
- College/Education Planning
- Corporate Executives
- Entrepreneurs
- Estate & Generational Planning Issues
Planning Specialties
Wealth Management, Socially Responsible Investing, Investment Management, Financial Planning
Additional Information
As Co-Founder and Head of Jacobson & Schmitt Advisors, I lead a team of propose-driven advisors who strive to create the most successful outcomes possible for clients, our communities, and the environment by helping investors envision and achieve a mission for their money.
Our team of genuine, truly caring professionals is dedicated to helping individuals and families optimize their wealth and invest their money in a way that will enhance their lives. We achieve this through a highly personalized and in-depth discovery process, objective and research-based advice, and socially responsible investment strategies all combined to create your “Money Mission Plan.”
NAPFA Start Date
July 18, 2017
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